Jewelers Mutual Group

General

• Review and direct incoming correspondence to ensure the efficient processing of Commercial Lines transactions for policyholders and/or agents.
• Input new submissions and implement policy modifications in accordance with established criteria.
• Collaborate effectively with team members to ensure the implementation of streamlined processes, quality and timeliness standards.
• Engage with external carrier partners and communicate with agents.
• Accurately input new business into the system to ensure proper policy rating.
• Modify policy information during the policy term based on requests from agents, insured parties, and underwriters.
• Keep policy documents up-to-date and well organized in document storage according to company standards.
• Conduct research and lookups to support underwriters in decision-making processes.
• Review renewal accounts to verify that the proper renewal process is accurately executed.
• Distribute change-in-condition letters to identified high-risk accounts.

CL Policy Specialist